Nasdaq - Delayed Quote USD

SEI Small/Mid Cap Equity A (SIIT) (SSMAX)

9.99 +0.03 (+0.30%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • JPMorgan
  • (Junk)CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Raymond James
  • Commonwealth Universe
  • DailyAccess Corporation FRIAG
  • Matrix Financial Solutions
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Securities America Inc.
  • DailyAccess Corporation Matrix
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

Under normal circumstances, the Small/Mid Cap Equity Fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities (including common and preferred stocks) of small and medium-sized companies, ETFs based on small and medium-sized capitalization indexes and securities of REITs. It will invest primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell 2500 Index at the time of purchase.

Fund Overview

Category Small Blend
Fund Family SEI
Net Assets 834.87M
YTD Return 8.22%
Yield 1.25%
Morningstar Rating
Inception Date Dec 15, 2003

Performance & Risk

YTD Return 2.73%
5y Average Return 7.69%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Related Tickers